Skilled nursing facility · CMS certification number 445488
SOMERFIELD AT THE HERITAGE
BRENTWOOD, Tennessee · Medicare
Certified beds, as filed in Care Compare: 66
Download this facility’s record (CSV)
A CSV file of this facility’s record: its name and location, its Medicare cost-report finances year by year, its ownership, its inspections, deficiencies and penalties, and the Care Compare provider information — each figure with the worksheet, line and column or file it came from.
In Care Compare’s provider information: Penalties: 1 · Fines: 1 · Fines, total amount: $25,490.00 · Payment denials: 0. The most recent penalty on file: June 12, 2026, Fine, $25,490. Every penalty on file ↓
For this facility: the citable document with full history — $295 · an email when this record changes — $99/month
Finances, as filed
From this facility’s Medicare cost reports on form CMS-2540, each figure with the worksheet, line and column it was read from.
Cost report for January 1, 2024 to December 31, 2024 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on August 29, 2025.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $9,521,356 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,851,267 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $7,670,089 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $34,803,306 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$27,133,217 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $26,976,811 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$156,406 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$156,406 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 77 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Bed days available, all components | 28,182 | CMS-2540-10 worksheet S300001 line 800 column 200 |
| Medicare (Title XVIII) patient days | 866 | CMS-2540-10 worksheet S300001 line 800 column 400 |
| Other-payer patient days | 25,018 | CMS-2540-10 worksheet S300001 line 800 column 600 |
| Total patient days, all components | 25,884 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Medicare discharges | 31 | CMS-2540-10 worksheet S300001 line 800 column 900 |
| Other-payer discharges | 141 | CMS-2540-10 worksheet S300001 line 800 column 1100 |
| Total discharges, all components | 172 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 27.94 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 150.49 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1438023, read from the public cost report file SNF10FY2024.zip.
Fiscal year 2023, ended December 31, 2023
Cost report for January 1, 2023 to December 31, 2023 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on August 8, 2024.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $8,927,475 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,527,149 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $7,400,326 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $32,700,572 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$25,300,246 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $24,692,705 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$607,541 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$607,541 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 77 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 24,793 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 152 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 34.97 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 163.11 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1391619, read from the public cost report file SNF10FY2023.zip.
Fiscal year 2022, ended December 31, 2022
Cost report for January 1, 2022 to December 31, 2022 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on August 24, 2023.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $30,758,138 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $4,793,308 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $25,964,830 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $30,884,046 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$4,919,216 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $2,729,707 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$2,189,509 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$2,189,509 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 77 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 23,560 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 242 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 30 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 97.36 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1363147, read from the public cost report file SNF10FY2022.zip.
Fiscal year 2021, ended December 31, 2021
Cost report for January 1, 2021 to December 31, 2021 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on July 27, 2022.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $26,280,369 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $4,007,307 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $22,273,062 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $27,571,253 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$5,298,191 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $2,422,489 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$2,875,702 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$2,875,702 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 75 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 20,396 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 208 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 18.03 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 98.06 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1328099, read from the public cost report file SNF10FY2021.zip.
Fiscal year 2020, ended December 31, 2020
Cost report for January 1, 2020 to December 31, 2020 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on June 4, 2021.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $26,165,328 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $5,699,490 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $20,465,838 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $26,312,828 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$5,846,990 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $6,949,827 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | $1,102,837 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: $1,102,837 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 389 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 52,828 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 206 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 22.91 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 256.45 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1285502, read from the public cost report file SNF10FY2020.zip.
Fiscal year 2019, ended December 31, 2019
Cost report for January 1, 2019 to December 31, 2019 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on July 17, 2020.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $8,834,185 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $4,348,874 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $4,485,311 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $25,441,720 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$20,956,409 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $18,105,978 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$2,850,431 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$2,850,431 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 21,171 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 244 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 15.95 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 86.77 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1260359, read from the public cost report file SNF10FY2019.zip.
Fiscal year 2018, ended December 31, 2018
Cost report for January 1, 2018 to December 31, 2018 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on July 22, 2019.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $8,659,425 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $3,283,805 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $5,375,620 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $22,857,120 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$17,481,500 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $13,781,080 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$3,700,420 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$3,700,420 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 21,320 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 274 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 14.45 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 77.81 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1237853, read from the public cost report file SNF10FY2018.zip.
Fiscal year 2017, ended December 31, 2017
Cost report for January 1, 2017 to December 31, 2017 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on June 6, 2018.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $8,341,270 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $2,774,050 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $5,567,220 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $22,778,891 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$17,211,671 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $13,542,717 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$3,668,954 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$3,668,954 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 21,066 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 320 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 18.41 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 65.83 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1191824, read from the public cost report file SNF10FY2017.zip.
Fiscal year 2016, ended December 31, 2016
Cost report for January 1, 2016 to December 31, 2016 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on August 26, 2017.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $8,112,559 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $2,509,819 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $5,602,740 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $22,365,961 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$16,763,221 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $12,719,352 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$4,043,869 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$4,043,869 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 20,497 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 389 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 20.37 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 52.69 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1175159, read from the public cost report file SNF10FY2016.zip.
Fiscal year 2015, ended December 31, 2015
Cost report for January 1, 2015 to December 31, 2015 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on August 5, 2016.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $6,917,551 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,728,411 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $5,189,140 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $20,585,739 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$15,396,599 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $11,834,075 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$3,562,524 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$3,562,524 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 19,022 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 346 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 22.79 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 54.98 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1139857, read from the public cost report file SNF10FY2015.zip.
Fiscal year 2014, ended December 31, 2014
Cost report for January 1, 2014 to December 31, 2014 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on August 10, 2015.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $6,084,187 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,946,866 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $4,137,321 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $20,878,338 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$16,741,017 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $10,953,538 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$5,787,479 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$5,787,479 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 66 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 15,806 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 250 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 25.64 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 63.22 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1107180, read from the public cost report file SNF10FY2014.zip.
Fiscal year 2013, ended December 31, 2013
Cost report for January 1, 2013 to December 31, 2013 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on December 4, 2015.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $4,367,932 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,586,610 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $2,781,322 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $18,060,331 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$15,279,009 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $11,007,168 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$4,271,841 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$4,271,841 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 6 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 12,296 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 146 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 24.6 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 84.22 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1113893, read from the public cost report file SNF10FY2013.zip.
Fiscal year 2012, ended December 31, 2012
Cost report for January 1, 2012 to December 31, 2012 — a reporting period of 365 days, on form CMS-2540-10, settled, processed by CMS on August 3, 2013.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $4,048,198 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,264,971 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $2,783,227 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $18,397,554 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$15,614,327 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $10,972,835 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$4,641,492 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$4,641,492 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 11,275 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 82 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 42.42 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 137.5 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1045453, read from the public cost report file SNF10FY2012.zip.
Fiscal year 2011, ended December 31, 2011
Cost report for January 1, 2011 to December 31, 2011 — a reporting period of 364 days, on form CMS-2540-10, settled, processed by CMS on March 26, 2013.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total patient revenue | $3,857,021 | CMS-2540-10 worksheet G300000 line 100 column 100 |
| Contractual allowances and discounts | $1,122,729 | CMS-2540-10 worksheet G300000 line 200 column 100 |
| Net patient revenue | $2,734,292 | CMS-2540-10 worksheet G300000 line 300 column 100 |
| Total operating expenses | $18,476,808 | CMS-2540-10 worksheet G300000 line 400 column 100 |
| Net income from service to patients | −$15,742,516 | CMS-2540-10 worksheet G300000 line 500 column 100 |
| Total other income | $9,778,392 | CMS-2540-10 worksheet G300000 line 2500 column 100 |
| Net income after other income | −$5,964,124 | CMS-2540-10 worksheet G300000 line 2600 column 100 |
Net income: −$5,964,124 (CMS-2540-10 worksheet G300000 line 3100 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 26 less 27 through 30) on 204,018 of the 204,018 reports filed on Form CMS-2540-10 in publication years 2011-2025 that file every line it is computed from (100%).
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-10 worksheet S300001 line 800 column 100 |
| Total patient days, all components | 11,403 | CMS-2540-10 worksheet S300001 line 800 column 700 |
| Total discharges, all components | 79 | CMS-2540-10 worksheet S300001 line 800 column 1200 |
| Average length of stay, Medicare, in days | 42.52 | CMS-2540-10 worksheet S300001 line 800 column 1400 |
| Average length of stay, all patients, in days | 144.34 | CMS-2540-10 worksheet S300001 line 800 column 1600 |
CMS report record 1026505, read from the public cost report file SNF10FY2011.zip.
Fiscal year 2010, ended December 31, 2010
Cost report for January 1, 2010 to December 31, 2010 — a reporting period of 364 days, on form CMS-2540-96, settled, processed by CMS on August 5, 2011.
| Figure | As filed | Where it comes from |
|---|---|---|
| Net patient revenue | $2,809,649 | CMS-2540-96 worksheet G300000 line 300 column 100 |
| Total operating expenses | $18,500,307 | CMS-2540-96 worksheet G200002 line 1500 column 200 |
| Net income from service to patients | −$15,690,658 | CMS-2540-96 worksheet G300000 line 500 column 100 |
| Total other income | $9,218,951 | CMS-2540-96 worksheet G300000 line 2600 column 100 |
Net income: −$6,471,707 (CMS-2540-96 worksheet G300000 line 3200 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-96 worksheet S300001 line 900 column 100 |
| Total patient days, all components | 11,783 | CMS-2540-96 worksheet S300001 line 900 column 700 |
| Total discharges, all components | 98 | CMS-2540-96 worksheet S300001 line 900 column 1200 |
| Average length of stay, Medicare, in days | 34.48 | CMS-2540-96 worksheet S300001 line 900 column 1400 |
| Average length of stay, all patients, in days | 120.23 | CMS-2540-96 worksheet S300001 line 900 column 1600 |
CMS report record 414653, read from the public cost report file SNFFY2010.zip.
Fiscal year 2009, ended December 31, 2009
Cost report for January 1, 2009 to December 31, 2009 — a reporting period of 364 days, on form CMS-2540-96, settled, processed by CMS on July 27, 2010.
| Figure | As filed | Where it comes from |
|---|---|---|
| Net patient revenue | $2,656,582 | CMS-2540-96 worksheet G300000 line 300 column 100 |
| Total operating expenses | $17,825,363 | CMS-2540-96 worksheet G200002 line 1500 column 200 |
| Net income from service to patients | −$15,168,781 | CMS-2540-96 worksheet G300000 line 500 column 100 |
| Total other income | $10,801,955 | CMS-2540-96 worksheet G300000 line 2600 column 100 |
Net income: −$4,366,826 (CMS-2540-96 worksheet G300000 line 3200 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-96 worksheet S300001 line 900 column 100 |
| Total patient days, all components | 11,885 | CMS-2540-96 worksheet S300001 line 900 column 700 |
| Total discharges, all components | 124 | CMS-2540-96 worksheet S300001 line 900 column 1200 |
| Average length of stay, Medicare, in days | 27.42 | CMS-2540-96 worksheet S300001 line 900 column 1400 |
| Average length of stay, all patients, in days | 95.85 | CMS-2540-96 worksheet S300001 line 900 column 1600 |
CMS report record 384063, read from the public cost report file SNFFY2009.zip.
Fiscal year 2008, ended December 31, 2008
Cost report for January 1, 2008 to December 31, 2008 — a reporting period of 365 days, on form CMS-2540-96, settled, processed by CMS on January 14, 2010.
| Figure | As filed | Where it comes from |
|---|---|---|
| Net patient revenue | $2,459,467 | CMS-2540-96 worksheet G300000 line 300 column 100 |
| Total operating expenses | $18,678,069 | CMS-2540-96 worksheet G200002 line 1500 column 200 |
| Net income from service to patients | −$16,218,602 | CMS-2540-96 worksheet G300000 line 500 column 100 |
| Total other income | $11,456,788 | CMS-2540-96 worksheet G300000 line 2600 column 100 |
Net income: −$4,761,814 (CMS-2540-96 worksheet G300000 line 3200 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-96 worksheet S300001 line 900 column 100 |
| Total patient days, all components | 11,465 | CMS-2540-96 worksheet S300001 line 900 column 700 |
| Total discharges, all components | 112 | CMS-2540-96 worksheet S300001 line 900 column 1200 |
| Average length of stay, Medicare, in days | 13.4 | CMS-2540-96 worksheet S300001 line 900 column 1400 |
| Average length of stay, all patients, in days | 102.37 | CMS-2540-96 worksheet S300001 line 900 column 1600 |
CMS report record 362463, read from the public cost report file SNFFY2008.zip.
Fiscal year 2007, ended December 31, 2007
Cost report for June 26, 2007 to December 31, 2007 — a reporting period of 188 days, not a full year, on form CMS-2540-96, settled, processed by CMS on October 15, 2008.
| Figure | As filed | Where it comes from |
|---|---|---|
| Net patient revenue | $647,116 | CMS-2540-96 worksheet G300000 line 300 column 100 |
| Total operating expenses | $5,380,909 | CMS-2540-96 worksheet G200002 line 1500 column 200 |
| Net income from service to patients | −$4,733,793 | CMS-2540-96 worksheet G300000 line 500 column 100 |
| Total other income | $3,241,946 | CMS-2540-96 worksheet G300000 line 2600 column 100 |
Net income: −$1,491,847 (CMS-2540-96 worksheet G300000 line 3200 column 100). As filed, net income for the period equals net income from service to patients plus total other income, less total other expenses (Worksheet G-3 lines 5 plus 26 less 31) on 192,460 of the 192,462 reports filed on Form CMS-2540-96 in publication years 1995-2012 that file every line it is computed from (99.99%); on 2 of them the filed figure and that arithmetic differ, by a median of $46,907, and those figures are not shown. A further 2,252 reports file net income without filing net income from service to patients (Worksheet G-3 line 5), so the arithmetic cannot be applied to them and their figure is shown as filed.
| Figure | As filed | Where it comes from |
|---|---|---|
| Total facility beds, all components | 36 | CMS-2540-96 worksheet S300001 line 900 column 100 |
| Total patient days, all components | 3,748 | CMS-2540-96 worksheet S300001 line 900 column 700 |
| Total discharges, all components | 25 | CMS-2540-96 worksheet S300001 line 900 column 1200 |
| Average length of stay, Medicare, in days | 27.1 | CMS-2540-96 worksheet S300001 line 900 column 1400 |
| Average length of stay, all patients, in days | 149.92 | CMS-2540-96 worksheet S300001 line 900 column 1600 |
CMS report record 326812, read from the public cost report file SNFFY2007.zip.
Nurse staffing
Nurse staffing hours from the Payroll-Based Journal, quarter by quarter, are on this facility’s staffing page, each quarter with the file it came from.
Ownership, as filed with CMS
Care Compare
As filed in the CMS file dated September 1, 2026 (Care Compare ownership).
| Owner or manager | Role | Type | Ownership percentage | Association |
|---|---|---|---|---|
| HARPETH GREEN PROPERTIES, LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | Organization | 15% | since 08/08/2007 |
| HERITAGE INVESTMENT PARTNERS LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | Organization | 70% | since 01/07/2016 |
| LCS TN LLC | 5% OR GREATER DIRECT OWNERSHIP INTEREST | Organization | 15% | since 08/08/2007 |
| COOPER, JOHN | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | Individual | 37% | since 08/08/2007 |
| HARPETH GREEN PROPERTIES, LLC | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | Organization | 5% | since 08/08/2007 |
| LOWE, WHITSON | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | Individual | 14% | since 01/07/2016 |
| PINNACLE BANK | 5% OR GREATER MORTGAGE INTEREST | Organization | NOT APPLICABLE | since 01/07/2016 |
| PINNACLE BANK | 5% OR GREATER SECURITY INTEREST | Organization | NOT APPLICABLE | since 01/07/2016 |
| COOPER, JOHN | ADP OF THE SNF | Individual | NOT APPLICABLE | since 08/08/2007 |
| HARPETH GREEN PROPERTIES, LLC | ADP OF THE SNF | Organization | NOT APPLICABLE | since 01/01/2016 |
| JORDAN, DAHLEN | ADP OF THE SNF | Individual | NOT APPLICABLE | since 04/21/2025 |
| LCS TN LLC | ADP OF THE SNF | Organization | NOT APPLICABLE | since 08/08/2007 |
| SHERMAN, DEVIN | ADP OF THE SNF | Individual | NOT APPLICABLE | since 04/21/2025 |
| BIRD, JOHN | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 02/15/2024 |
| COOPER, JOHN | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 01/01/2025 |
| LAHEY, DANIEL | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 02/15/2024 |
| SHAW, GELYNNA | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 02/15/2024 |
| UHLEMANN, BRIDGETTE | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 02/15/2024 |
| VICTOR, JASON | CORPORATE OFFICER | Individual | NOT APPLICABLE | since 01/01/2018 |
| JORDAN, DAHLEN | OPERATIONAL/MANAGERIAL CONTROL | Individual | NOT APPLICABLE | since 08/05/2010 |
| SHERMAN, DEVIN | OPERATIONAL/MANAGERIAL CONTROL | Individual | NOT APPLICABLE | since 02/15/2024 |
| TAGATZ, JON | OPERATIONAL/MANAGERIAL CONTROL | Individual | NOT APPLICABLE | since 08/08/2007 |
Medicare enrollment
As filed in the CMS file dated August 1, 2026 (Medicare enrollment ownership), under the enrollment of HERITAGE RETIREMENT FACILITIES LLC (enrollment ID O20071205000584).
CMS paused the expanded ownership disclosure on Form CMS-855A in guidance dated December 11, 2025; where the private equity, real estate investment trust or holding company field below has not been filed under the current cycle, it reads “Paused by CMS”.
| Owner | Individual or organization | Role | Ownership percentage | Association date | Described in the filing as |
|---|---|---|---|---|---|
| HARPETH GREEN PROPERTIES, LLC | Organization | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 15 | 8/8/2007 | Private equity company: No Real estate investment trust: No Holding company: No |
| HERITAGE INVESTMENT PARTNERS LLC | Organization | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 70 | 1/7/2016 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS TN LLC | Organization | 5% OR GREATER DIRECT OWNERSHIP INTEREST | 15 | 8/8/2007 | Private equity company: No Real estate investment trust: No Holding company: No |
| HARPETH GREEN PROPERTIES, LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 4.51 | 8/8/2007 | Private equity company: No Real estate investment trust: No Holding company: No |
| JOHN P COOPER | Individual | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 36.81 | 8/8/2007 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| LCS CC HOLDINGS INC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 6.84 | 5/1/2026 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS HOLDING COMPANY LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 12/27/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS LIVING HOLDINGS LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 4/1/2026 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS LIVING INTERMEDIATE I LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 5/1/2026 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS LIVING INTERMEDIATE II LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 5/1/2026 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS LIVING LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 5/1/2026 | Private equity company: No Real estate investment trust: No Holding company: No |
| LCS MANAGEMENT HOLDING COMPANY LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 0.79 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| LIFE CARE COMPANIES LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 7/1/2010 | Private equity company: No Real estate investment trust: No Holding company: No |
| LIFE CARE SERVICES COMMUNITIES LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 15 | 8/8/2007 | Private equity company: No Real estate investment trust: No Holding company: No |
| MCCARTHY GROUP LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 1.63 | 11/20/2024 | Private equity company: No Real estate investment trust: No Holding company: No |
| MPM SENIOR LIVING INVESTORS LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 2.35 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| OAK INVESTMENT TRUST | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 2.88 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| OAK INVESTMENT TRUST II | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 7.73 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| RCI LEGACY HOLDINGS LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 5.02 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| REDWOOD HOLDINGS LLC | Organization | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 4.98 | 12/28/2021 | Private equity company: No Real estate investment trust: No Holding company: No |
| WHITSON LOWE | Individual | 5% OR GREATER INDIRECT OWNERSHIP INTEREST | 14.41 | 1/7/2016 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| PINNACLE BANK | Organization | 5% OR GREATER MORTGAGE INTEREST | 29 | 1/7/2016 | Private equity company: No Real estate investment trust: No Holding company: No |
| PINNACLE BANK | Organization | 5% OR GREATER SECURITY INTEREST | 29 | 1/7/2016 | Private equity company: No Real estate investment trust: No Holding company: No |
| DAHLEN JORDAN | Individual | ADP OF THE SNF | Not stated in the filing | 4/21/2025 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| DEVIN P SHERMAN | Individual | ADP OF THE SNF | Not stated in the filing | 4/21/2025 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| HARPETH GREEN PROPERTIES, LLC | Organization | ADP OF THE SNF | Not stated in the filing | 1/1/2016 | Private equity company: No Real estate investment trust: No Holding company: No |
| JOHN P COOPER | Individual | ADP OF THE SNF | Not stated in the filing | 8/8/2007 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| LCS TN LLC | Organization | ADP OF THE SNF | Not stated in the filing | 8/8/2007 | Private equity company: No Real estate investment trust: No Holding company: No |
| BRIDGETTE C UHLEMANN | Individual | CORPORATE OFFICER | 0 | 2/15/2024 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| DANIEL L LAHEY | Individual | CORPORATE OFFICER | 0 | 2/15/2024 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| GELYNNA SHAW | Individual | CORPORATE OFFICER | 0 | 2/15/2024 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| JASON C VICTOR | Individual | CORPORATE OFFICER | 0 | 1/1/2018 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| JOHN CHRISTOPHER BIRD | Individual | CORPORATE OFFICER | 0 | 2/15/2024 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| JOHN P COOPER | Individual | CORPORATE OFFICER | 0 | 1/1/2025 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| DAHLEN JORDAN | Individual | OPERATIONAL/MANAGERIAL CONTROL | Not stated in the filing | 8/5/2010 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| DEVIN P SHERMAN | Individual | OPERATIONAL/MANAGERIAL CONTROL | Not stated in the filing | 2/15/2024 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
| JON PAUL TAGATZ | Individual | OPERATIONAL/MANAGERIAL CONTROL | Not stated in the filing | 8/8/2007 | Private equity company: Paused by CMS Real estate investment trust: Paused by CMS Holding company: Paused by CMS |
Changes in ownership
- July 1, 2026: MPM SENIOR LIVING INVESTORS LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS CC HOLDINGS INC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING HOLDINGS LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since April 1, 2026. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS TN LLC (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since August 8, 2007. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS MANAGEMENT HOLDING COMPANY LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: MCCARTHY GROUP LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since November 20, 2024. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING INTERMEDIATE I LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: OAK INVESTMENT TRUST (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING INTERMEDIATE II LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- October 1, 2025: DEVIN P SHERMAN no longer appears as CONTRACTED MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JASON C VICTOR no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JON PAUL TAGATZ no longer appears as CONTRACTED MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: HARPETH GREEN PROPERTIES, LLC (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since January 1, 2016. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JOHN P COOPER (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since January 1, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DEVIN P SHERMAN (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since April 21, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DEVIN P SHERMAN (OPERATIONAL/MANAGERIAL CONTROL) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DAHLEN JORDAN (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since April 21, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JON PAUL TAGATZ (OPERATIONAL/MANAGERIAL CONTROL) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since August 8, 2007. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- February 1, 2025: JOHN W STONE no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN W STONE no longer appears as W-2 MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOEL D NELSON no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOEL D NELSON no longer appears as CORPORATE OFFICER in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DIANE C BRIDGEWATER no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DIANE C BRIDGEWATER no longer appears as CORPORATE OFFICER in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN P COOPER (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since December 10, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN CHRISTOPHER BIRD (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DEVIN P SHERMAN (CONTRACTED MANAGING EMPLOYEE) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: GELYNNA SHAW (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: BRIDGETTE C UHLEMANN (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DANIEL L LAHEY (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- September 15, 2023: ALLISON D MERCURIS PENDROY no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2023-09-15.csv
- September 15, 2023: ALLISON D MERCURIS PENDROY no longer appears as OFFICER in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2023-09-15.csv
Recent changes on this record
- September 1, 2026: ownership_type: For profit - Limited Liability company → For profit - Corporation. NH_ProviderInfo_Sep2026_3.csv
- July 1, 2026: MPM SENIOR LIVING INVESTORS LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS CC HOLDINGS INC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING HOLDINGS LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since April 1, 2026. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS TN LLC (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since August 8, 2007. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS MANAGEMENT HOLDING COMPANY LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: MCCARTHY GROUP LLC (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since November 20, 2024. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING INTERMEDIATE I LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: OAK INVESTMENT TRUST (5% OR GREATER INDIRECT OWNERSHIP INTEREST) first listed in CMS’s Medicare enrollment ownership file on July 1, 2026; associated with this enrollment since December 28, 2021. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING INTERMEDIATE II LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- July 1, 2026: LCS LIVING LLC appears as 5% OR GREATER INDIRECT OWNERSHIP INTEREST in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2026-07-01.csv
- June 12, 2026: A penalty was recorded: Fine. NH_Penalties_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0880, scope and severity D. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0761, scope and severity D. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0692, scope and severity D. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0690, scope and severity D. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0609, scope and severity E. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: A deficiency was cited under tag F 0689, scope and severity J. NH_HealthCitations_Sep2026_2.csv
- June 12, 2026: An inspection was recorded in inspection cycle 1. NH_SurveySummary_Sep2026_2.csv
- October 1, 2025: DEVIN P SHERMAN no longer appears as CONTRACTED MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JASON C VICTOR no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JON PAUL TAGATZ no longer appears as CONTRACTED MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: HARPETH GREEN PROPERTIES, LLC (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since January 1, 2016. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JOHN P COOPER (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since January 1, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DEVIN P SHERMAN (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since April 21, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DEVIN P SHERMAN (OPERATIONAL/MANAGERIAL CONTROL) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: DAHLEN JORDAN (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since April 21, 2025. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- October 1, 2025: JON PAUL TAGATZ (OPERATIONAL/MANAGERIAL CONTROL) first listed in CMS’s Medicare enrollment ownership file on October 1, 2025; associated with this enrollment since August 8, 2007. Skilled_Nursing_Facility_All_Owners_:_2025-10-01.csv
- August 29, 2025: A cost report was filed for fiscal year 2024, on form CMS-2540-10. SNF10FY2024.zip
- February 1, 2025: JOHN W STONE no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN W STONE no longer appears as W-2 MANAGING EMPLOYEE in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOEL D NELSON no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOEL D NELSON no longer appears as CORPORATE OFFICER in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DIANE C BRIDGEWATER no longer appears as OPERATIONAL/MANAGERIAL CONTROL in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DIANE C BRIDGEWATER no longer appears as CORPORATE OFFICER in the Medicare enrollment ownership file. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN P COOPER (ADP OF THE SNF) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since December 10, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: JOHN CHRISTOPHER BIRD (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: DEVIN P SHERMAN (CONTRACTED MANAGING EMPLOYEE) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: GELYNNA SHAW (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
- February 1, 2025: BRIDGETTE C UHLEMANN (CORPORATE OFFICER) first listed in CMS’s Medicare enrollment ownership file on February 1, 2025; associated with this enrollment since February 15, 2024. Skilled_Nursing_Facility_All_Owners_:_2025-02-01.csv
Inspections
| Inspection cycle | Health inspection | Fire safety inspection | Health deficiencies | Fire safety deficiencies |
|---|---|---|---|---|
| 1 | June 12, 2026 | June 12, 2026 | 6 | 2 |
| 2 | April 20, 2022 | April 20, 2022 | 2 | 1 |
| 3 | December 18, 2019 | December 18, 2019 | 0 | 2 |
| 3 | January 29, 2019 | January 29, 2019 | 4 | 3 |
From the Care Compare inspection summary file NH_SurveySummary_Sep2026_2.csv, processed on September 1, 2026.
Deficiencies cited
12 deficiencies on file, newest inspection first
| Inspection date | Inspection type | Tag | Category | What was cited | Scope and severity | Complaint | Corrected | Correction date |
|---|---|---|---|---|---|---|---|---|
| June 12, 2026 | Health | F 0609 | Freedom from Abuse, Neglect, and Exploitation Deficiencies | Timely report suspected abuse, neglect, or theft and report the results of the investigation to proper authorities. | E | No | Deficient, Provider has date of correction | July 12, 2026 |
| June 12, 2026 | Health | F 0689 | Quality of Life and Care Deficiencies | Ensure that a nursing home area is free from accident hazards and provides adequate supervision to prevent accidents. | J | No | Past Non-Compliance | April 7, 2026 |
| June 12, 2026 | Health | F 0690 | Quality of Life and Care Deficiencies | Provide appropriate care for residents who are continent or incontinent of bowel/bladder, appropriate catheter care, and appropriate care to prevent urinary tract infections. | D | No | Deficient, Provider has date of correction | July 12, 2026 |
| June 12, 2026 | Health | F 0692 | Quality of Life and Care Deficiencies | Provide enough food/fluids to maintain a resident's health. | D | No | Deficient, Provider has date of correction | July 12, 2026 |
| June 12, 2026 | Health | F 0761 | Pharmacy Service Deficiencies | Ensure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs. | D | No | Deficient, Provider has date of correction | July 12, 2026 |
| June 12, 2026 | Health | F 0880 | Infection Control Deficiencies | Provide and implement an infection prevention and control program. | D | No | Deficient, Provider has date of correction | July 12, 2026 |
| April 20, 2022 | Health | F 0578 | Resident Rights Deficiencies | Honor the resident's right to request, refuse, and/or discontinue treatment, to participate in or refuse to participate in experimental research, and to formulate an advance directive. | D | No | Deficient, Provider has date of correction | April 25, 2022 |
| April 20, 2022 | Health | F 0686 | Quality of Life and Care Deficiencies | Provide appropriate pressure ulcer care and prevent new ulcers from developing. | D | No | Deficient, Provider has date of correction | May 3, 2022 |
| January 29, 2019 | Health | F 0583 | Resident Rights Deficiencies | Keep residents' personal and medical records private and confidential. | D | No | Deficient, Provider has date of correction | February 18, 2019 |
| January 29, 2019 | Health | F 0755 | Pharmacy Service Deficiencies | Provide pharmaceutical services to meet the needs of each resident and employ or obtain the services of a licensed pharmacist. | D | No | Deficient, Provider has date of correction | February 18, 2019 |
| January 29, 2019 | Health | F 0760 | Pharmacy Service Deficiencies | Ensure that residents are free from significant medication errors. | D | No | Deficient, Provider has date of correction | February 18, 2019 |
| January 29, 2019 | Health | F 0761 | Pharmacy Service Deficiencies | Ensure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs. | D | No | Deficient, Provider has date of correction | February 18, 2019 |
From the Care Compare health citations file NH_HealthCitations_Sep2026_2.csv, processed on September 1, 2026.
Penalties
| Penalty date | Type | Fine amount | Payment denial began | Payment denial, days | Fine ID |
|---|---|---|---|---|---|
| June 12, 2026 | Fine | $25,490 | 140280 |
From the Care Compare penalties file NH_Penalties_Sep2026_2.csv, processed on September 1, 2026.
Care Compare provider information
| Field | As filed |
|---|---|
| Provider Type | Medicare |
| Ownership Type | For profit - Corporation |
| Legal Business Name | HERITAGE RETIREMENT FACILITIES LLC |
| Date First Approved to Provide Medicare and Medicaid Services | 2007-06-26 |
| Provider Resides in Hospital | N |
| Continuing Care Retirement Community | Y |
| Urban | Y |
| County/Parish | Williamson |
| Telephone Number | 6155644900 |
| Chain Name | LIFE CARE SERVICES |
| Chain ID | 312 |
| Provider Changed Ownership in Last 12 Months | N |
| With a Resident and Family Council | Resident |
| Automatic Sprinkler Systems in All Required Areas | Yes |
| Number of Certified Beds | 66 |
| Average Number of Residents per Day | 59.5 |
| Overall Rating | 3 |
| Health Inspection Rating | 2 |
| QM Rating | 4 |
| Long-Stay QM Rating | 5 |
| Short-Stay QM Rating | 2 |
| Processing Date | 2026-09-01 |
From the Care Compare Provider Information file NH_ProviderInfo_Sep2026_3.csv, processed on September 1, 2026.
Get an email when this record changes
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The citable document for SOMERFIELD AT THE HERITAGE
This page shows the record as it stands today. The report is the citable document: the same figures with the cell each came from, and beyond this page — five facilities of a similar size in Tennessee at the same fiscal year, listed by name; every change on the record rather than the recent ones below; the inspection and staffing history in blocks of their own; and a citation block naming every CMS file it was read from.
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Every figure on this page is printed as it appears in the CMS file named beside it. A figure that does not match its file? Tell us on the corrections page, quoting certification number 445488.